ProVise Management Group, LLC.

Connect with a ProVise CFP® professional in Clearwater! Our team can get to know your financial circumstances, goals, and values to create a plan tailored to you—all at a fiduciary standard of care. Reach out today to start your journey! #FinancialPlanning #Clearwater

In our recent webinar titled “Navigating the Maze: Crafting a Customized Education Financial Plan,” host Oscar Skjaerpe, CFP®, talked through FAFSA and its significance as part of your child’s financial strategy. Watch this short clip as he breaks down the key aspects of FAFSA and what you should consider as you assess your finances. Watch the full webinar recording here for further insight into crafting a customized education financial plan: https://bit.ly/3XZnV6U

As you approach retirement, ensuring your financial house is in order is crucial for a secure and enjoyable future. From assessing your financial situation and maximizing contributions to creating a retirement budget and planning for healthcare costs, there’s a lot to consider. Our blog outlines essential steps to help you prepare, including evaluating your debt, creating a Social Security strategy, and diversifying your investments. Read the full insight here: https://lnkd.in/gFD7qKTh #RetirementPlanning #FinancialSecurity

Meet Sandy Risgaard, CFP®, Senior Financial Planner at ProVise Management Group. With over 20 years of experience in the investment services industry, Sandy prioritizes building deep connections with each individual client. She builds robust financial plans based on her clients’ unique needs and goals, helping them navigate important life transitions. Click below to read more about Sandy’s story: https://bit.ly/4eM8uo3

As election day draws nearer, we encourage you to revisit our insightful resources covering the economic context of political cycles. Though the potential Trump-Biden rematch mentioned in our blog from earlier this year is a thing of the past, we delve into market impact and historical data that may provide investment clarity. Click the link in our bio to read the full blog for further insight during this election cycle.

As election day draws nearer, we encourage you to revisit our insightful resources covering the economic context of political cycles. Though the potential Trump-Biden rematch mentioned in our blog from earlier this year is a thing of the past, we delve into market impact and historical data that may provide investment clarity. Click below to read the full blog for further insight during this election cycle: https://bit.ly/3TyHfoc

You might not know what financial advisory services you need—and that’s okay! We offer a 30-minute complimentary consultation, during which we’ll discuss your financial situation, needs, and goals. Once you talk with one of our CERTIFIED FINANCIAL PLANNER® professionals, we’ll recommend services that suit your lifestyle. Click below to schedule your in-person or remote consultation today! #FinancialPlanning https://bit.ly/3BDPhSl

In our recent webinar titled “Navigating the Maze: Crafting a Customized Education Financial Plan,” host Oscar Skjaerpe, CFP®, discussed how to build a strategy to pay for college. Listen in as he highlights the importance of planning for all of your child’s college expenses rather than taking it year by year. To learn more about building an education financial plan, watch the full webinar recording here: https://bit.ly/3XZnV6U

As we journey through different stages of life, our financial needs and priorities change. One critical aspect is the need to reassess our insurance coverage to ensure it aligns with our current circumstances. Regularly evaluating your insurance policies can help protect you and your loved ones as life evolves. In our blog, we dive into essential types of insurance that should be reviewed as you age. These include life, long-term care, disability, homeowner’s, and umbrella insurance. Check out the full insight and uncover whether your insurance policies are providing adequate coverage: https://bit.ly/3V4RKAv

Looking to preserve your wealth for future generations? Lifetime giving is a powerful strategy to reduce estate taxes and ensure your legacy. Learn how to take advantage of current tax laws and secure your family's financial future with these essential steps. #estateplanning #wealthmanagement #financialplanning